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TIGR

UP Fintech Holding

79 hedge funds and large institutions have $123M invested in UP Fintech Holding in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $16.1M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 1.42%1.18% (-0.24%)

25% less funds holding

Funds holding: 10679 (-27)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

55% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 47

62% less capital invested

Capital invested by funds: $320M → $123M (-$197M)

Holders
79
Holders Change
-27
Holders Change %
-25.47%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
17
Reduced
31
Closed
47
Calls
$19.2M
Puts
$16.1M
Net Calls
+$3.12M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
Ghisallo Capital Management
Massachusetts
$98K
AGM
52
Alpine Global Management
New York
$96K +$136K +19,458 New
SAM
53
Storebrand Asset Management
Norway
$76.2K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$71K +$101K +14,500 New
DMKJ
55
David M. Knott Jr
$67K +$96.1K +13,736 New
PPA
56
Parametric Portfolio Associates
Washington
$65K -$378K -54,030 -80%
Legal & General Group
57
Legal & General Group
United Kingdom
$63K -$1.87M -266,559 -95%
Nomura Holdings
58
Nomura Holdings
Japan
$62K +$19K +2,709 +27%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$61K +$74.2K +10,594 +556%
Asset Management One
60
Asset Management One
Japan
$60K -$4.43K -633 -4%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$59K +$84.6K +12,086 New
BP
62
Ballentine Partners
Massachusetts
$57K
GSC
63
Ground Swell Capital
South Carolina
$57K +$80.9K +11,560 New
AIMCA
64
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52K
AIP
65
Almanack Investment Partners
Pennsylvania
$50K -$22.5K -3,213 -24%
Osaic Holdings
66
Osaic Holdings
Arizona
$35K +$3.19K +455 +7%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$29K
JP Morgan Chase
68
JP Morgan Chase
New York
$28K -$1.38M -197,152 -97%
Wells Fargo
69
Wells Fargo
California
$16K -$68.8K -9,831 -74%
TRCT
70
Tower Research Capital (TRC)
New York
$14K -$39.2K -5,600 -66%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$14K
SIC
72
Salem Investment Counselors
North Carolina
$10K
US Bancorp
73
US Bancorp
Minnesota
$9K -$3.71K -530 -22%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$2K +$3.32K +474 New
BCV
75
Banque Cantonale Vaudoise
Switzerland
$1K

TIGR Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UP Fintech Holding (TIGR) for Q4 2021, worth a combined $123M — down 62% from $320M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of TIGR and 21 opened new positions — a net loss of 26 holders — while 31 trimmed existing stakes and 17 added.

The largest buyer was BIT Capital, adding an estimated $12.7M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 79 institutional investors held UP Fintech Holding (TIGR) as of Q4 2021, down from 106 in Q3 2021.
  • Funds reported $123M of UP Fintech Holding stock for Q4 2021, down 62% quarter-over-quarter.
  • 21 funds opened new UP Fintech Holding positions in Q4 2021 and 47 closed out, a net change of -26 holders.
  • The largest UP Fintech Holding buyer in Q4 2021 was BIT Capital, an estimated $12.7M added.
  • The largest UP Fintech Holding seller in Q4 2021 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.